Aon plc
AON- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000315293
In the last 90 days, Aon plc insiders filed 1 open-market purchase and 3 sales; 1,273 institutions reported holding it in 13F filings for Q2 2026, worth $63.9B in total; 4 superinvestors hold it, including Viking Global Investors and Baupost Group.
13F holders, Q4 2023
Institutional positions in Aon plc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,067
- +35 vs. Q3 2023
- Shares held
- 171.3M
- −2.61M (−1.5%) vs. Q3 2023
- Total value
- $49.8B
- −$6.57B (−11.6%) vs. Q3 2023
- New holders
- 123
- 341 more added
- Sold out
- 88
- 403 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AON on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,273 | $63.9B |
| Q1 2026 | 1,266 | $60.6B |
| Q4 2025 | 1,289 | $66.7B |
| Q3 2025 | 1,255 | $66.3B |
| Q2 2025 | 1,233 | $69.3B |
| Q1 2025 | 1,276 | $77.1B |
| Q4 2024 | 1,196 | $69.1B |
| Q3 2024 | 1,149 | $66.1B |
| Q2 2024 | 1,111 | $55.4B |
| Q1 2024 | 1,087 | $57.4B |
| Q4 2023 | 1,067 | $49.8B |
| Q3 2023 | 1,049 | $56.4B |
| Q2 2023 | 1,025 | $61.2B |
| Q1 2023 | 1,014 | $55.7B |
| Q4 2022 | 1,034 | $52.6B |
| Q3 2022 | 950 | $48.4B |
| Q2 2022 | 966 | $49.5B |
| Q1 2022 | 985 | $61.2B |
| Q4 2021 | 995 | $56.5B |
| Q3 2021 | 917 | $57.2B |
| Q2 2021 | 912 | $53.4B |
| Q1 2021 | 919 | $51.4B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Game Creek Capital, LP | 1,500 | $436.5K | 0.25% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,497 | $435.5K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 1,491 | $433.9K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,486 | $432.5K | 0.01% | −82−5.2% | Reduced |
| Consolidated Portfolio Review Corp | 1,485 | $432.2K | 0.10% | 00.0% | Unchanged |
| IFG Advisors, LLC | 1,466 | $426.6K | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,451 | $422.3K | 0.00% | +1,451 | New |
| Icon Wealth Advisors, LLC | 1,450 | $422.0K | 0.04% | +1,450 | New |
| Neville Rodie & Shaw Inc | 1,450 | $422.0K | 0.03% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,448 | $421.4K | 0.22% | +112+8.4% | Added |
| Apollon Wealth Management, LLC | 1,442 | $419.7K | 0.01% | +341+31.0% | Added |
| Portside Wealth Group, LLC | 1,441 | $419.4K | 0.08% | −22−1.5% | Reduced |
| Wrapmanager Inc | 1,440 | $419.1K | 0.12% | −71−4.7% | Reduced |
| Fort Point Capital Partners LLC | 1,422 | $413.8K | 0.06% | +2+0.1% | Added |
| Avidian Wealth Solutions, LLC | 1,414 | $411.5K | 0.03% | +64+4.7% | Added |
| Inspirion Wealth Advisors, LLC | 1,420 | $409.0K | 0.07% | +1,420 | New |
| Baldwin Investment Management, LLC | 1,400 | $407.4K | 0.06% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,392 | $405.2K | 0.16% | +42+3.1% | Added |
| Pinnacle Associates Ltd | 1,390 | $404.5K | 0.01% | +2+0.1% | Added |
| North Star Investment Management Corp. | 1,389 | $404.2K | 0.03% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,380 | $401.5K | 0.28% | +56+4.2% | Added |
| West Family Investments, Inc. | 1,375 | $400.2K | 0.14% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,356 | $392.7K | 0.05% | −24−1.7% | Reduced |
| Clearbridge Investments, LLC | 1,347 | $392.0K | 0.00% | +1,347 | New |
| Newton One Investments LLC | 1,335 | $388.7K | 0.18% | 00.0% | Unchanged |
| Perpetual Ltd | 1,333 | $387.9K | 0.00% | −1,182−47.0% | Reduced |
| Wellspring Financial Advisors, LLC | 1,328 | $386.5K | 0.10% | +175+15.2% | Added |
| Trustmark National Bank Trust Department | 1,327 | $386.2K | 0.04% | −171−11.4% | Reduced |
| Altfest L J & Co Inc | 1,323 | $385.0K | 0.06% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,306 | $379.9K | 0.05% | +466+55.5% | Added |
| Skopos Labs, Inc. | 1,300 | $378.3K | 0.18% | +1,300 | New |
| Graypoint LLC | 1,297 | $377.5K | 0.03% | −289−18.2% | Reduced |
| Granite Group Advisors, LLC | 1,184 | $376.5K | 0.27% | +1,184 | New |
| Brevan Howard Capital Management LP | 1,293 | $376.3K | 0.04% | +1,293 | New |
| Brookstone Capital Management | 1,289 | $375.1K | 0.01% | +67+5.5% | Added |
| Geller Advisors LLC | 1,288 | $374.8K | 0.04% | −27−2.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,279 | $372.2K | 0.02% | +1,279 | New |
| Newman Dignan & Sheerar, Inc. | 1,270 | $369.6K | 0.11% | −1−0.1% | Reduced |
| TD Private Client Wealth LLC | 1,268 | $369.0K | 0.01% | −5,999−82.6% | Reduced |
| Americana Partners, LLC | 1,254 | $364.9K | 0.03% | −14−1.1% | Reduced |
| RDA Financial Network | 1,251 | $364.1K | 0.14% | 00.0% | Unchanged |
| Sym Financial Corp | 1,248 | $363.2K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,246 | $362.6K | 0.03% | +38+3.1% | Added |
| Intrust Bank NA | 1,234 | $359.1K | 0.04% | −49−3.8% | Reduced |
| Atlas Capital Advisors LLC | 1,231 | $358.2K | 0.05% | +275+28.8% | Added |
| Allworth Financial LP | 1,225 | $356.5K | 0.00% | −25−2.0% | Reduced |
| Empower Advisory Group, LLC | 1,211 | $352.4K | 0.00% | −426−26.0% | Reduced |
| Sapient Capital LLC | 1,207 | $351.3K | 0.01% | +1,207 | New |
| HC Advisors, LLC | 1,199 | $348.9K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,185 | $344.8K | 0.10% | −59−4.7% | Reduced |
| Mattern Capital Management, LLC | 1,170 | $340.5K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,168 | $339.9K | 0.02% | −194−14.2% | Reduced |
| We Are One Seven, LLC | 1,162 | $338.2K | 0.02% | +175+17.7% | Added |
| Delta Investment Management, LLC | 1,160 | $337.6K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,159 | $337.3K | 0.04% | −12−1.0% | Reduced |
| Forte Capital LLC | 1,152 | $335.3K | 0.05% | +300+35.2% | Added |
| Deseret Mutual Benefit Administrators | 1,145 | $333.2K | 0.19% | −149−11.5% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,145 | $333.2K | 0.25% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,140 | $331.8K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 1,138 | $331.2K | 0.05% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,134 | $330.0K | 0.12% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,131 | $329.1K | 0.21% | −137−10.8% | Reduced |
| Annandale Capital, LLC | 1,123 | $327.0K | 0.08% | −105−8.6% | Reduced |
| waypoint wealth counsel | 1,117 | $325.1K | 0.28% | −4−0.4% | Reduced |
| Weaver Consulting Group | 1,115 | $324.5K | 0.13% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 1,110 | $323.0K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,094 | $318.4K | 0.05% | −4,779−81.4% | Reduced |
| Catalyst Financial Partners LLC | 1,079 | $314.0K | 0.09% | +47+4.6% | Added |
| Essex LLC | 1,078 | $313.7K | 0.08% | +379+54.2% | Added |
| Forum Financial Management, LP | 1,065 | $309.9K | 0.01% | +7+0.7% | Added |
| Ameritas Advisory Services, LLC | 1,019 | $307.7K | 0.02% | +1,019 | New |
| IHT Wealth Management, LLC | 1,057 | $307.5K | 0.01% | −58−5.2% | Reduced |
| Ellevest, Inc. | 1,054 | $306.7K | 0.02% | −35−3.2% | Reduced |
| Heritage Wealth Advisors | 1,053 | $306.4K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,045 | $304.1K | 0.06% | +13+1.3% | Added |
| Trust Co of Oklahoma | 1,042 | $303.2K | 0.11% | +66+6.8% | Added |
| MPS Loria Financial Planners, LLC | 1,030 | $299.8K | 0.11% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,029 | $299.5K | 0.02% | −818−44.3% | Reduced |
| National Asset Management, Inc. | 1,029 | $299.3K | 0.01% | −583−36.2% | Reduced |
| KMG Fiduciary Partners, LLC | 1,025 | $298.3K | 0.03% | −4−0.4% | Reduced |
| CWA Asset Management Group, LLC | 1,025 | $298.3K | 0.02% | +42+4.3% | Added |
| Inceptionr LLC | 1,024 | $298.0K | 0.21% | +1,024 | New |
| J. W. Coons Advisors, LLC | 1,022 | $297.4K | 0.08% | 00.0% | Unchanged |
| Main Street Research LLC | 1,022 | $297.4K | 0.02% | −65,113−98.5% | Reduced |
| Mayflower Financial Advisors, LLC | 1,014 | $295.1K | 0.04% | +14+1.4% | Added |
| Legacy Financial Advisors, Inc. | 1,012 | $294.6K | 0.06% | −135−11.8% | Reduced |
| Abacus Planning Group, Inc. | 1,011 | $294.2K | 0.06% | −22−2.1% | Reduced |
| Optimum Investment Advisors | 1,000 | $291.0K | 0.15% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,000 | $291.0K | 0.25% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 1,000 | $291.0K | 0.19% | 00.0% | Unchanged |
| First National Bank of Omaha | 999 | $290.7K | 0.02% | −100−9.1% | Reduced |
| Cannell Peter B & Co Inc | 997 | $290.1K | 0.01% | −525−34.5% | Reduced |
| Symmetry Investments LP | 984 | $286.4K | 0.05% | +984 | New |
| Essex Financial Services, Inc. | 983 | $286.1K | 0.03% | +43+4.6% | Added |
| Proficio Capital Partners LLC | 978 | $284.5K | 0.04% | −29−2.9% | Reduced |
| Kidder Stephen W | 975 | $283.7K | 0.09% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 974 | $283.5K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 968 | $281.7K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 967 | $281.4K | 0.07% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 965 | $281.0K | 0.02% | −35−3.5% | Reduced |